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春節假期臨近,節假日板塊集體走高,美團漲超5%,華住集團漲超6%

春節假期臨近,旅遊出行、節假日概念板塊走勢強勁,$華住集團-S(01179.HK)$漲超6%,$美團-W(03690.HK)$漲超5%,$呷哺呷哺(00520.HK)$漲近5%,$攜程集團-S(09961.HK)$漲近4%,$同程旅行(00780.HK)$漲超3%。

中信證券研報認爲,2022年年底國內防疫政策調整,以及隨後國內主要城市疫情逐漸過峯後,居民出行意願強烈,2023年元旦期間旅遊人數和旅遊收入已經同比轉正,目前,居民春節返鄉意願明確。隨着各線城市居民返鄉過節,增量客流有望帶動低線城市本地消費復甦。建議關注受益於春節返鄉的本地消費,以及受益於聚餐、購物、出境遊等消費場景復甦的食品飲料,機場航空等賽道,建議持續關注春節期間消費需求兌現程度,進而把握消費復甦進程。

開源證券表示,春運第一週,人流向上、物流向下,購物旅遊餐飲超過2022年同期(1)93%省市、84%城市疫情退坡至2022年1-2月水平。(2)春節消費可期:春運第一週,全國消費指數環比改善13.3%,斜率收窄但延續向好態勢,達到2022年11月均值的139%。3)消費場景持續修復:該行跟蹤了購物、旅遊、餐飲、電影等一系列重要消費場景,覆蓋2500+購物場景、2000+旅遊景區的客流量和周邊擁堵指標。

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